Financial advisors in Woodbridge, CT

17 match

Lili Vasileff
Financial advisor at Wealth Protection Management
Wealth Protection Management · $13.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roain Saunders
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bennet Thonakkaraparayil
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Claens Bon
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
View page Check on SEC IAPD ↗
Daniel Recalde
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Chorney
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deborah Frank
Financial advisor at Western Wealth Management LLC
Western Wealth Management LLC · $5.36B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Nemeth
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Simon
Financial advisor at Capital Trust and Associates LLC
Capital Trust and Associates LLC · $18M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mauriel Vega
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Harrigan
Financial advisor at Wharton Midmarket Investment Advisors Inc
Wharton Midmarket Investment Advisors Inc · $231.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Schatz
Financial advisor at Heritage Capital, LLC
Heritage Capital, LLC · $146.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Zavatkay
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sonia Caban
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Kesses
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Little
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Prather
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Woodbridge, CT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Woodbridge, CT.

How this list works

Before you hire an advisor in Woodbridge, CT